Resilient Energy Systems

Joined January 2021
12 Photos and videos
Kurt West retweeted
The most impactful energy transformation in decades
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Kurt West retweeted
11 Oct 2022
OIL MARKET: Another **huge** weekly release from the SPR, injecting ~7.7m barrels into the market last week (or ~1.1m b/d), according to DoE. If my data is correct, last week saw the 3rd largest SPR oil weekly release ever, only behind two individual weeks in Aug and Sep | #OOTT
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Kurt West retweeted
79% of all global energy comes from fossil fuels Renewables produce 16% most of it from wood (11%) and hydro (3%) Solar wind is 1.8% of global primary energy iea.blob.core.windows.net/as…, p294
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Kurt West retweeted
Probability of OPEC cut, 50% Prob. of China opens soon, 75% Prob. of winter arriving, 100% Prob. of SPR release stops, 100% Prob. of lower Russian prod,100% Prob. of geopolitical issues, 75% Prob. of lower oil inventories 90% Probability of $90 WTI in two months:80%
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Kurt West retweeted
If a bank/asset manager has “proclaimed” intention to reach net zero by a given date, “but now realizes it won’t make that goal” = in danger of FTC enforcement action “could result in significant investigative/litigation costs, large financial penalties, and negative publicity”
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Kurt West retweeted
Below. It's hard to express what a terrible idea it is to couple grid to transportation fleets. Better to have Hydrogen (stored 'fuel' energy) power Fuel cell 'Electric' vehicles. BEVangelists have a naive romanticized understanding of the grid (e.g. 'everyone plugs in at home')
24 Aug 2022
China Shuts Down EV Charging Stations to Conserve Power During Heat Wave dlvr.it/SXBPmp
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Kurt West retweeted
25 Aug 2022
Fresh record high prices for 🇩🇪 and 🇫🇷 electricity: German 1-year forward: €725 per MWh French 1-year forward: €870 per MWh The 2010-2020 average was around €41 per MWh Russian energy weapon; French nuclear crisis; low wind production. Drought-hit hydro. #EnergyCrisis
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Kurt West retweeted
(1/9) I’ve seen a lot of op-eds about how awful it is that #CCS was included in the #IRA. Most lack nuance, because they haven’t clocked that the #energytransition isn’t just about the power sector anymore. Sorry #energytwitter. So, a 🧵 on why carbon capture still has a place.
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Kurt West retweeted
Green Hydrogen subsidy aims at $3/Kg price. American Industrial scaling of H2 is going to dwarf battery mineral solutions. Hydrogen molecules are more important than Lithium in transforming multiple sectors jobs renewables. Hello #energytwitter fuelcellsworks.com/news/hydr…
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Kurt West retweeted
The greatest energy arbitrage of all times: US Gulf coast ➡️ NW Europe. 200mUSD gain or more per trip… which is basically the price of the ship. Insane!
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Kurt West retweeted
30 Jul 2022
If the US shifts toward wind & solar power, it relies on China which dominates the refining & processing of key metals used to make solar panels, wind turbines, & batteries. A threat to US energy security analogous to Germany’s reliance on Russia for natural gas.
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Kurt West retweeted
28 Jul 2022
are we in a recession or not?
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Kurt West retweeted
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Kurt West retweeted
Make sure to check out our new blog post: 'Understanding Hydrogen - A Colorless Gas with Colorful Terms' to learn more about hydrogen, its production, and all the colorful terms! hubs.la/Q01hMNdp0
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Kurt West retweeted
There's a certain type of very online activist who has gone from "There's no going back. Manchin burned the planet" to "The Joe Manchin Act of 2022? It is our salvation". All in two weeks' time! All without seeing the specifics! Twitter, man.
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Kurt West retweeted
19 Jul 2022
If you buy backup generators at Amazon and sell power to the French wholesale market, you can earn your investment back in less then two weeks during December. Assumptions👇
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Kurt West retweeted
As an electricity person, I keep being humbled by the energy-carrying capacity of gas infrastructure. A pipeline (say, Nord Stream 1) can carry gas worth 540 TWh per year. That's 30x times the energy you can put through an HVDC line. Thirty. Both have comparable investment cost.
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